Daniel Victor Weinstein
Investment adviser representative at Kfa Private Wealth Group, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$830MFirm assets
Are you Daniel Victor Weinstein? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Kfa Private Wealth Group, LLCFeb 2022 to now
- Heritage Investors Management CorporationJan 2019 to Jan 2022
- Morgan Stanley Private Bank, N.A.Jun 2016 to Nov 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (VA).
Kfa Private Wealth Group, LLC
$830MAssets managed
823Clients
11Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6489663
- Firm CRD
- 281678